National Wealth Management Group, LLC Incresed Positions in Q3 2025

National Wealth Management Group, LLC

  • $265 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
12.7K
+ 29.79%
$153.3 - $186.58 $1.95M - $2.37M
55.4K $10.3B
SLV
I Shares Silver Trust

ETFs
72.3K
+ 585.22%
$32.73 - $42.5 $2.37M - $3.07M
84.7K $3.59B
MSFT
Microsoft Corp

Technology
5.9K
+ 114.65%
$491.09 - $535.64 $2.9M - $3.16M
11.1K $5.72B
IVV
Ishares Core S&P 500 ETF

ETFs
3.03K
+ 21.22%
$620.67 - $670.08 $1.88M - $2.03M
17.3K $11.6B
AAPL
Apple Inc.

Technology
6.82K
+ 49.5%
$202.38 - $256.87 $1.38M - $1.75M
20.6K $5.25B
GLD
Spdr Gold Trust

ETFs
5.59K
+ 79.03%
$300.96 - $355.47 $1.68M - $1.99M
12.7K $4.5B
T Rowe Price ETF Inc
40.1K
+ 12.3%
N/A
366K $13.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.19K
+ 301.04%
$617.65 - $666.84 $1.97M - $2.13M
4.25K $2.83B
TSLA
Tesla, Inc.

Consumer Cyclical
924
+ 10.94%
$293.94 - $444.72 $272K - $411K
9.37K $4.17B
PLTR
Palantir Technologies Inc.

Technology
1.5K
+ 6.0%
$130.68 - $186.97 $197K - $281K
26.6K $4.85B
TCHP
T Rowe Price Exchange Traded F

Technology
10.4K
+ 4.5%
$44.9 - $49.35 $467K - $514K
242K $11.8B
GOOGL
Alphabet Inc.

Communication Services
2.03K
+ 19.82%
$174.36 - $254.72 $354K - $518K
12.3K $2.99B
META
Meta Platforms, Inc.

Communication Services
1.58K
+ 24.96%
$695.21 - $791.73 $1.1M - $1.25M
7.93K $5.82B
UNH
Unitedhealth Group Inc

Healthcare
2.95K
+ 130.48%
$237.77 - $353.61 $702K - $1.04M
5.22K $1.8B
ORCL
Oracle Corp

Technology
3.47K
+ 230.02%
$218.96 - $328.33 $760K - $1.14M
4.98K $1.4B
Lam Research Corp
2.68K
+ 15.39%
N/A
20.1K $2.69B
QQQ
Invesco Qqq Trust, Series 1

ETFs
603
+ 5.14%
$546.99 - $602.2 $330K - $363K
12.3K $7.41B
VO
Vanguard Mid Cap ETF

ETFs
2.95K
+ 113.14%
$279.83 - $293.74 $824K - $865K
5.55K $1.63B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7K
+ 14.04%
$72.65 - $78.68 $508K - $551K
56.8K $4.45B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 4.28%
$225.11 - $247.9 $243K - $268K
26.4K $6.51B
VTI
Vanguard Total Stock Market Et

ETFs
1.5K
+ 13.27%
$303.93 - $329.86 $455K - $494K
12.8K $4.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
870
+ 23.84%
$567.77 - $614.76 $494K - $535K
4.52K $2.77B
CGGR
Capital Group Growth ETF Shs C

ETFs
13.1K
+ 45.2%
$40.2 - $44.58 $525K - $582K
41.9K $1.84B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.1K
+ 21.48%
$62.09 - $66.51 $503K - $539K
45.8K $2.99B
AMD
Advanced Micro Devices Inc

Technology
3.44K
+ 100.64%
$134.8 - $184.42 $463K - $634K
6.85K $1.11B
GE
General Electric CO

Industrials
1.12K
+ 17.75%
$244.75 - $305.63 $273K - $341K
7.4K $2.23B
AMZN
Amazon Com Inc

Consumer Cyclical
2.72K
+ 19.09%
$211.65 - $238.24 $576K - $648K
17K $3.73B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.63K
+ 11.78%
$74.68 - $80.26 $345K - $371K
43.9K $3.52B
LLY
Eli Lilly & CO

Healthcare
708
+ 146.58%
$625.65 - $812.69 $443K - $575K
1.19K $909M
GOOG
Alphabet Inc.

Communication Services
1.8K
+ 145.75%
$175.16 - $255.24 $315K - $459K
3.04K $739M
VGT
Vanguard Information Technolog

ETFs
209
+ 5.12%
$656.44 - $753.15 $137K - $157K
4.29K $3.2B
Fidelity Wise Origin Bitcoin
4.6K
+ 100.59%
N/A
9.17K $915M
QTUM
ETF Ser Solutions Defiance Qua
3.53K
+ 49.74%
N/A
10.6K $1.12B
LNG
Cheniere Energy, Inc.

Energy
1.96K
+ 171.53%
$222.68 - $244.28 $437K - $480K
3.11K $731M
Global X Fds
4.12K
+ 36.01%
N/A
15.6K $1.09B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.91K
+ 67.79%
$49.05 - $49.99 $339K - $346K
17.1K $852M
SCHO
Schwab Short Term Us Treasury

ETFs
14.1K
+ 19.04%
$24.23 - $24.42 $343K - $345K
88.4K $2.16B
CRM
Salesforce, Inc.

Technology
1.48K
+ 123.37%
$231.66 - $273.65 $342K - $404K
2.68K $634M
T Rowe Price ETF Inc
7K
+ 32.43%
N/A
28.6K $1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
136
+ 1.33%
$459.11 - $506.91 $62.4K - $68.9K
10.4K $5.21B
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.88K
+ 19.46%
$24.46 - $26.5 $144K - $156K
36.1K $950M
PPA
Invesco Exchange Traded Fd Tr

ETFs
809
+ 14.86%
$139.82 - $155.45 $113K - $126K
6.25K $972M
T
At&T Inc.

Communication Services
7.23K
+ 88.46%
$26.94 - $29.62 $195K - $214K
15.4K $435M
RDVY
First Trust Rising Dividend Ac

ETFs
1.48K
+ 8.66%
$62.38 - $67.29 $92.4K - $99.7K
18.6K $1.25B
VTV
Vanguard Value ETF

ETFs
811
+ 43.39%
$175.51 - $186.57 $142K - $151K
2.68K $500M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.27K
+ 17.25%
$50.47 - $50.74 $165K - $166K
22.2K $1.13B
IEMG
Ishares Inc

ETFs
1.29K
+ 9.55%
N/A
14.8K $979M
ITOT
Ishares Core S&P Total U.S. St

ETFs
955
+ 39.96%
$135.0 - $146.02 $129K - $139K
3.35K $487M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
714
+ 9.02%
$108.46 - $120.63 $77.4K - $86.1K
8.63K $1.03B
Activity Summary
Buys All Purchases 190 New Holdings 96 Increased Positions 94 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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